Greg Segal
Investment adviser representative at Impact Capital Partners LLC
13 yearsExperience
2 statesRegistered in
$625.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Impact Capital Partners LLCFeb 2024 to now
- UBS Financial Services IncJul 2013 to Feb 2024
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Impact Capital Partners LLC
$625.6MAssets managed
230Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4764691
- Firm CRD
- 329616